The Week in Digital Wealth (2/4/25)

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The new month heralded a transition to normal, as the business cycle improved across America and critical players returned to the Fintech game. Consumer-centric partnerships and collaborations held sway, with the customer ruling the sector.

Headlines to take note of:

      • Broker-dealers have a new monitoring solution from Sycamore;
      • Thanks to TradingView, options trading is now available on TradeStation;
      • Twitter/X and Visa are in a payment ‘bromance’ (we would have to wait and see how that pans out);
      • Green Dot expanded its cash deposit options thanks to a partnership with Clip Money;
      • Plus, Wells Fargo has an FX transfer option for CFIs and regional banks (read on to find out);
      • And much more!

Of course, it’s your week in digital wealth!


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Wealthtech, Regtech, Regulatory, and Treasury

The Sycamore Company (“Sycamore”)

Data-focused Sycamore launched an advisor monitoring offering that improves interactions within broker-dealer ecosystems. The solution improves processes and enables firms to keep up with compliance-related issues.

Additionally, the product helps professionals to keep up with changing regulations on the go.

TradeStation Securities, Inc./TradingView, Inc.

Boutique online brokerage platform TradeStation, the first American firm to launch this feature on TradingView, has revealed options trading on TradingView.

Consequently, the integration enables several advantages for traders, including instant data access and improved market conditions via its TradingView deployment.

Miami International Holdings, Inc. (MIH)/Bloomberg

Premier exchange operator Miami International Holdings and Bloomberg unveiled plans to list the Bloomberg 500 Index on ‘MIAX exchanges’ in H2 2025. The collaboration is subject to regulatory approval.

Furthermore, Bloomberg 500 Index futures will (expectedly) be the first instrument to trade on the MIAX Futures Onyx ecosystem.

CME Group/Robinhood Markets, Inc.

Derivatives behemoth CME collaborated with Robinhood to introduce several of CME’s leading products within Robinhood’s ecosystem. Retail traders now have access to several of CME’s futures offerings.

Furthermore, the deployment includes the availability of several indices, including the Dow Jones Industrial Average, the S&P 500, the Russell 2000, and the Nasdaq-100.

Other futures are also available, including forex currency pairs, Bitcoin, and precious metals such as gold, silver, copper, and other commodities.

Crypto, Blockchain, and Digital Assets

Ripple Labs

XRP token issuer Ripple expanded its operational borders with two additional money transmitter licenses in Texas and New York. In a January 27 announcement, Ripple revealed the expansion of its license footprint to include the two states.

Additionally, the crypto firm now has 50 money transmitter licenses.

PayPal/Cardano/Wanchain

The stablecoin space had further integrations by adding PayPal’s PYUSD to the Cardano ecosystem. The stablecoin is now available on Cardano via a Wanchain network bridge.

Moreover, the deployment enables token liquidity and boosts Cardano’s DeFi operations.

Securitize/Wormhole

Institutional tokenization specialist Securitize improved its cross-chain capabilities via a partnership with blockchain infrastructure firm Wormhole. The cooperation enables asset transfer across several blockchains.

In addition, the collaboration deepens the tokenization segment, creating new opportunities.

Fintech, Personal Finance, and Apps

X/(Twitter)/Visa

In a January 28 post, X/Twitter CEO Linda Yaccarino revealed a collaboration with Visa to enable peer-to-peer payments. Visa is the first partner to onboard for the money transfer solution on the Elon Musk-owned social network.

Moreover, Visa Direct will power the X Money account offering.

Arcus Advisors LLC

Private equity specialist Arcus Advisors expanded its services to include a Managed Accounting Services platform. The technology-focused offering enables PE-backed firms to focus on business activities, while Arcus streamlines financial operations in the background.

Furthermore, the deployment has several innovative features, including instant KPI tracking, flexible budgeting tools, data-leveraged insights, and more.

Green Dot Corporation/Clip Money, Inc.

Digital bank Green Dot collaborated with business-focused self-service firm Clip Money to enhance over-the-counter operations. In a January 30 announcement on its website, Clip Money revealed the partnership, integrating Green Dot’s Arc-embedded finance offering, and Clip Money’s ecosystem.

Consequently, Clip Money is now America’s largest nonbank deposit firm.

Rocketlane Corp.

Professional Services Automation Fintech Rocketlane took things further with an improved invoicing ecosystem. The enhancements include integrations with popular accounting platforms, including Quickbooks and Netsuite.

Additionally, the improvements minimize errors and improve efficiency, enabling speedy approvals.

Banking, Payments, and Infrastructure

Derivative Path, Inc./Wells Fargo & Company

Community Finance Institutions (CFIs) and regional banks have improved FX transfer options thanks to a partnership between Derivative Path and Wells Fargo. The cooperation integrates Wells Fargo’s FX Payment APIs with Derivative Path’s ecosystem.

In addition, the deployment enables real-time FX rates for 120 currency pairs and provides speedy FX transfers within a secure environment.

Fin Technologies, Inc. (MANTL)/Kasasa

Austin, Texas-based Fintech Kasasa teamed up with boutique banking solutions provider MANTL to improve experiences for FIs and their customers. The collaboration combines MANTL’s deposit origination platform with Kasasa’s ecosystem.

Furthermore, the cooperation improves FI customer onboarding and retention.

Veritex Community Bank/Lithic

Similarly, Veritex Community Bank partnered with premier payments-focused Fintech Lithic to expand its credit offerings. The cooperation enables businesses to deploy credit-based solutions seamlessly.

Moreover, businesses have an all-in-one framework with accompanying vertical integrations.

Alliant Credit Union/Backbase

All-American favorite Alliant Credit Union selected niche digital banking software provider Backbase to upgrade its digital operations. The deployment includes AI-leveraged customer insights alongside improved loan origination and other capabilities.

Consequently, the integration comes with easy-to-use financial planning tools and other cutting-edge features.

REtech, Insurtech and Investing

OC Federal Credit Union (FCU)

North Canton, Ohio-based OC FCU unveiled Ohio CU Financial Services, LLC, its independently owned Credit Union Service Organization (CUSO). The CUSO will provide OC FCU with several insurance products.

Moreover, licensed agents can help members navigate the CUSO’s options in person, by phone, or online.

RiskSpan, Inc.

On the data end, RiskSpan introduced its data-focused mortgage servicing rights (MSRs) product. The offering leverages unique data points to provide insights and points of action for MSRs analysis, pricing, and management.

In addition, the product has several features, including optimized MSR pricing models, precise loan data, efficient risk analysis and scenario assessments, and more.

Finvi

Debt collection-focused Finvi revealed several upgrades to its Velosidy solution. The medical debt collection solution has several new capabilities, including status codes, collection gateways, flexible configurations, and more.

Furthermore, Velosidy has enhanced a medical-specific dashboard for accurate reporting.